Kevin Taube

Background

About Kevin Taube

I am a Partner, Managing Director and Wealth Manager at Taube Wealth Management Group at Steward Partners in Manchester, NH. My team and I serve as a partner to busy professionals and wealthy families by helping them define and achieve their financial goals. By operating within an independent, employee-owned partnership utilizing the full-service platform of Raymond James as custodian, we can solely focus on the best interests of our clients. In addition, we have a specific niche helping professionals employed in the investment management industry. We believe in implementing strategies that seek to minimize expenses and complexity to accomplish client objectives as efficiently as possible. Specific personalized strategies address wealth forecasting, retirement planning, educational planning, investment management, insurance, and coordinating with estate planning and tax professionals. I am a Chartered Financial Analyst® (CFA®), and Chartered Retirement Planning CounselorSM (CRPC®), and have more than 30 years of experience in the investment management and financial services industry. Before joining Steward Partners, I served as a Wealth Management Advisor at Merrill Lynch for over 13 years. Prior Merrill Lynch, I served as an original partner and helped launch the money management firm Arrowstreet Capital in Boston, Massachusetts. Arrowstreet specializes in managing global equity strategies for large institutional investors such as pension funds, endowments, and foundations. I received my BS in Business Administration from the Peter T. Paul College of Business and Economics at the University of New Hampshire in 1994. My family and I reside in Salem, NH. We are avid hikers and enjoy visiting the White Mountains as well as travelling across the country to pursue new adventures.